Monthly archives:September 2018
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6 years ago
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The older you get, the harder it is to qualify for long-term care insurance. If you are interested in buying this insurance, it is better to act sooner rather than later.
Many people put off purchasing long-term care insurance until they need it, but by then, it may be too late. Not only do p... [read more]
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6 years ago
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One question we are often asked by new and prospective clients is how our Estate Planning process works. The process begins with an initial consultation with the attorney and the client, where essential personal and financial information and lifetime and legacy goals are discussed. The attorney deta... [read more]
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6 years ago
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As part of our firm’s ongoing community outreach, Associate Attorney Alison E. Hickman gave a presentation yesterday about Estate Planning and Elder Law to the Ocala Chapter of the Florida Institute of CPAs (FICPA) at their meeting at Mesa de Notte in Historic Ocala.
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6 years ago
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How much you need for retirement depends a great deal on how long you expect to live. There are now many Web-based calculators that can give you an idea of your life expectancy based on your current age, gender, family health history, smoking and drinking habits, exercise patterns, stress level, and... [read more]
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6 years ago
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As part of our firm's ongoing community outreach, Associate Attorney Alison E. Hickman gave a presentation about Estate Planning and Elder Law to about forty members of the Jacksonville Chapter of the Florida Institute of CPAs (FICPA) at their meeting at the Orange Park Kennel Club.
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6 years ago
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A California daughter and granddaughter's fear of losing their home to Medicaid may have contributed to a severe case of elder abuse. If the pair had consulted with an elder law attorney, they might have figured out a way to get their mother the care she needed and also protect their house.
A... [read more]
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6 years ago
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One question we are asked regularly by our clients is how they can make sure that their health care wishes are respected and adhered to regarding medical treatment for a terminal condition or end-of-life situation. Our answer is that creating a Living Will that follows Florida Statutory guidelines, ... [read more]
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6 years ago
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Under the federal tax code, certain low- and middle-income workers are eligible for a tax credit, known as the Saver’s Credit, designed to reward them for contributing to their retirement plans.
The new tax law, the Tax Cuts and Jobs Act, provides that people will now be able to benefit from ... [read more]
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6 years ago
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To better serve our clients and their families who live or work in Julington Creek, St. Johns, Fruit Cove, Switzerland, Orangedale, Mandarin, and surrounding areas, we have opened a local office conveniently located in the Julington Creek Business Park at 12627 San Jose Boulevard, Suite 102-A, Jacks... [read more]
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6 years ago
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On July 10, President Trump issued an executive order that could compromise the independence of federal agency judges, most of whom work at the Social Security Administration (SSA). "Nothing less than the integrity of the administrative judiciary is at issue here," the president of the American Bar... [read more]
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6 years ago
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One question we're often asked by clients is if, in addition to helping them with their personal Estate Planning, is if we can also help them with planning for their business. Our answer is that we are happy to help with creating an Estate Plan to promote their legacy, avoid unnecessary tax liabilit... [read more]
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6 years ago
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A lawsuit in New York state highlights an issue with some assisted living facilities: No wheelchairs allowed. The lawsuit claims that state regulations and facility policies discriminate against residents and potential residents who use wheelchairs.
Filed on behalf of the Fair Housing Justice... [read more]
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